Zeplyn
PrivateLast Round
Seed
Nov 13, 2024
Total Funding Raised
$3M
Company Overview
Zeplyn is a wealthtech company that provides an agentic AI assistant and practice-management platform designed to automate administrative workflows for financial advisors and wealth management firms.
Sector
AI, Data & Cloud Infrastructure
Verticals
Wealth Management, NLP & Conversational AI, Workflow Automation, CRM, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Zeplyn Comparables
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Zeplyn Funding Rounds
Historical fundraising activity
Key People
Founding team and executive leadership
Zeplyn Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Leo Capital | Seed |
| Converge | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 21, 2026
Added TFC Financial, a financial services startup, as a customer.
- Feb 21, 2026
Added Freedom Financial Partners, LLC as a customer.
Recent news
Latest coverage and updates
- launchesOct 30, 2026
Zeplyn introduces Zeplyn Workflows in Oct '26, a capability that turns wealth management firms’ operating playbooks into multi-step processes executed across systems and departments according to each firm’s rules, requirements, and approval standards.
- launchesSep 20, 2026
Zeplyn introduces Agent Studio and MCP Server on Sep 15th '26', enabling wealth management firms to create custom AI agents and access them through applications their teams already use.
- launchesSep 20, 2026
Zeplyn launched Zeplyn Agent Studio on Sep 15th '26.
- attends_eventAug 12, 2026
Zeplyn makes its Finovate debut at FinovateFall 2025.
- integrates_withAug 12, 2026
Zeplyn integrates with Schwab Inc. to let AI agents complete digital account-opening workflows and incorporate live holdings and transactions into AI-powered client briefs, announced in New York on Aug 12th '26.
Zeplyn Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Request accessFrequently Asked Questions
Common questions about Zeplyn's valuation, stock price, and market status.
Is Zeplyn a public or private company?
Zeplyn is a private company.
What is the current stock price of Zeplyn?
Zeplyn is a private company, so its shares have no public market price. Caplight tracks Zeplyn's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Zeplyn worth (valuation)?
Valuation information for Zeplyn is not publicly available.
Can I buy Zeplyn stock?
Zeplyn shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Zeplyn's last funding round?
Zeplyn's most recent funding round was Seed on November 13, 2024.
Who are the main investors in Zeplyn?
Key investors in Zeplyn include Leo Capital.
Will Zeplyn IPO soon?
No public IPO plans have been announced for Zeplyn.
How can I track Zeplyn secondary market activity?
Caplight tracks bids, offers, and trades in Zeplyn's shares on secondary markets.